A Leading Asset Management Company has an exciting opportunity for an experienced self-motivated business development executive to join our busy financial education team, supporting a UK-wide B2B sales team and their corporate clients to deliver holistic financial wellbeing in the workplace.

Prepare pitches, activity and service review reports

Work closely with the Events Team to ensure timely and accurate new event bookings, lead recording, invoicing and evaluations (we run over 600 events per year)

Contact B2B clients and prospects to arrange appointments

Act as liaison between Sales, Events and Marketing to support delivery and employer client reporting

Identify new target clients, improve and cleanse target database

Develop and utilise network of relevant industry contacts and influencers

Work with the Financial Education Sales team to secure and drive employer channel business- nationally and in the main regions

Complete business proposals and assist in formal selection processes as required

Promote appropriate services through other forums such as exhibitions, conferences, benefit fairs and other client acquisition events

Maintain awareness of relevant industry trends and developments in terms of target market and competitor activity

Key competencies

Excellent client service and relationship management skills

Experience in the UK B2B market

Strong work ethic with a 'can do' attitude

Methodical with strong attention to detail

Well organised, target driven and highly self-motivated

Open minded and able to proactively contribute ideas

Driven, ambitious and commercially aware

Capable of managing demanding workloads

Experience/ Qualifications

Sales support & client servicing experience- ideally in a B2B environment or similar